EFTA01760327.pdf
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From: Barrett, Paul S <
Sent: Thursday, March 14, 2013 3:53 PM
To: Jeffrey Epstein
Cc: Ens, Amanda
Subject: KRW short
Hi Jeffrey
=/o:p>
Idea would b= to short KRW vs USD.
KRW is down 4% vs USD (JPY down 15% over that same time p=riod) — we do not think the central bank will sit back and
allow the=Japanese exporters to gain an edge over the Korean exporters. Ther=fore we expect the BoK to maintain an
easy monetary policy and promote fur=her KRW weakness.
I would keep it simple and go long $5MM vs KRW via a forward contra=t.
Let me =now
=nbsp;
Paul
Paul Barrett I Managing Director I Global Investment Oppor=unities Group I J.P. Morgan Private Bank
320 Park Avenue, 14th F=oor, New York, NY 10022 I T:
I NMLS ID# 853441=/span>
=OD
This email is confidential and sub=ect to important disclaimers and conditions including on offers for the pu=chase or
sale of securities, accuracy and completeness of information, vir=ses, confidentiality, legal privilege, and legal entity
disclaimers, avail=ble at http://www.jpmorgan.com/pages/disclosures/email.
EFTA_R1_00064600
EFTA01760327
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EFTA01760327
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